Receivable creation/editing

From Protemos Wiki
Jump to: navigation, search

General info

On this page you can create or edit the receivables from the client.

This table contains the summary of the receivable:

New unite base receiv. summary.png

  • Specialization – project specialization selected for the project.

Relevant prices

Note: This table is applicable only for Unit based and CAT log based receivables.

This table contains general prices and the prices that you have recorded for this client on the Prices tab of the client profile or on the Client prices page.

As you start entering receivable data, some price rows will turn green thus indicating that they might be relevant for this receivable:

New unit based receivable 2.png

You may also check the "All prices" option to add a tariff for this client to the database.

It will be displayed next time you enter a similar order.

Relevant prices.png

Receivable data

This is the summary of how much the client will pay to you.

You can add a receivable by pressing the "New receivable" button and choosing the base:

New receivable base.jpg

The "Flat rate" – if you just need to enter the amount of receivable without entering volumes and rates.

The "Unit based" – if you have to enter the volume and rate for calculating the price.

The "CAT log based" – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.

Flat rate receivable

Under this header, you can actually enter the data for the receivable.

New flat rate rec..jpg

PO number – you can enter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.

Language pair – here you have to select language pair for the receivable.

Note: you can select only from the language pairs selected for the project on the Update project details page.

Service – here you have to select what service you are charging for.

Note (hidden from client) – here you may leave additional information that will be hidden from your client.

Note (visible to client) – here you may leave additional information that will be hidden from your client.

Total – please enter the total amount here.

Currency – please select the necessary currency here.

When you have finished entering all the data, press "Create".

Once you press "Create", the system will bring you back to the Finances tab of the project where you’ll be able to see the receivables.

If you press the "Create and clone" button, the previous receivable will be created, and you may add a new one based on pre-entered data right away.

Unit based receivable

Under this header, you may enter the data for the receivable manually or add the desired price by clicking on the corresponding row in the "Relevant prices" table.

Almost all data will be added automatically. You just need to specify the Unit amount:

New unit based receivable.png

In case you have added one of the general prices, you need to specify the unit amount, service, and language pair if necessary.

Cat log based receivable

Under this header, you may add a receivable based on a CAT log in a few simple steps:

1. Select the required CAT log file and, if necessary, choose the conversion rates template you need (first, it should be created):

CAT log based receiv 1.jpg

By pressing the "Upload a new file" link, you may upload another CAT log file to your project.

Press "Next" to proceed.

2. Next, you may inspect and amend conversion rates in case of necessity:

CAT based receivable 2.jpg

Press "Next" to continue.

3. Select the required "Service", specify the "Price per unit", and press "Create".

You may also add the relevant price per unit by clicking on the corresponding row in the Relevant prices table if there is any.

New CAT rec. 2.png

It will bring you to the Receivable page, which consists of three sections described below.

Receivable details

In this section, you may clone, update or delete this receivable.

There is also the option to add a discount or/and an extra charge by pressing corresponding buttons:

Payable details 2.png

CAT Log

The section below provides a brief overview of a CAT log.

To see more detailed data such as the CAT log summary, data analysis, and its use in receivables\payables, click the CAT log name:

CAT log Acme.png

Conversion rates

In this section, you can edit conversion rates or apply the required template if you have already created one.

To do so, click the corresponding buttons:

Conv rates section.jpg

Edit CAT log conversion rates

To edit conversion rates, press the "Edit rates" button:

Conv rates section edit.jpg

It will open Edit CAT log conversion rates page.

Adjust conversion rates according to your needs and press "Apply" to confirm changes:

Edit CAT log page.jpg

Apply rates template

To apply the required CAT log conversion rates template, press the "Apply rates template" button:

Conv rates section apply.jpg

It will open Apply CAT log conversion rates template page.

Press "Apply template" in the row of the required template:

CAT temp apply different.jpg

Here you may also update conversion rate table of the necessary template by pressing the "Edit template" button:

CAT temp edit temp button.jpg

Make the changes you need and press "Update":

Update conversion page.jpg

Discounts and Extra Charges

For every receivable, you can add a discount or extra charge.

To do that, click the receivable code:

Rec code new.png

It will open the receivable details page.

Press the "Discount & Extra charge" button:

Receivable disc and extracharge.png

Enter the required value and press "Update" to apply changes:

Receivable discount & extra charge.png